|
Q2 2026
|
48 |
309,840
|
SIMO, VST, Intel Corp, AMZN
|
13F-HR
|
8/18/2026 |
000156688726000004 |
|
Q1 2026
|
37 |
269,375
|
AMZN, META, NVDA, VST
|
13F-HR
|
5/14/2026 |
000156688726000003 |
|
Q4 2025
|
39 |
363,533
|
NVDA, AMZN, META, APP
|
13F-HR
|
2/12/2026 |
000156688726000002 |
|
Q3 2025
|
30 |
185,285
|
VST, NVDA, META, SOLV
|
13F-HR
|
11/14/2025 |
000156688725000008 |
|
Q2 2025
|
32 |
216,531
|
VRT, MSFT, APP, META
|
13F-HR
|
8/14/2025 |
000156688725000005 |
|
Q1 2025
|
32 |
309,958
|
META, NVDA, AMZN, VRT
|
13F-HR
|
5/14/2025 |
000156688725000004 |
|
Q4 2024
|
39 |
651,981
|
NVDA, TSLA, VRT, MSFT
|
13F-HR
|
2/13/2025 |
000156688725000003 |
|
Q3 2024
|
35 |
371,011
|
NVDA, VRT, VST, MSFT
|
13F-HR
|
11/14/2024 |
000156688724000008 |
|
Q2 2024
|
37 |
326,903
|
NVDA, VRT, VST, AMZN
|
13F-HR
|
8/14/2024 |
000156688724000007 |
|
Q1 2024
|
39 |
188,092
|
VRT, AMZN, NVDA, META
|
13F-HR
|
5/14/2024 |
000156688724000006 |
|
Q4 2023
|
42 |
153,192
|
VRT, AMZN, MSFT, NVDA
|
13F-HR
|
2/13/2024 |
000156688724000004 |
|
Q3 2023
|
32 |
132,099
|
VRT, META, NVDA, AMZN
|
13F-HR
|
11/14/2023 |
000156688723000008 |
|
Q2 2023
|
30 |
72,284
|
VRT, META, AMZN, NVDA
|
13F-HR
|
8/15/2023 |
000156688723000006 |
|
Q1 2023
|
22 |
36,952
|
META, AMZN, JBI, VRT
|
13F-HR
|
5/15/2023 |
000156688723000004 |
|
Q4 2022
|
29 |
124,541
|
QQQ, INVESCO QQQ TR calls, AMZN, MSFT
|
13F-HR
|
2/14/2023 |
000156688723000002 |
|
Q3 2022
|
23 |
42,181
|
AMZN, JBI, MIR, MSFT
|
13F-HR
|
11/15/2022 |
000156688722000008 |
|
Q2 2022
|
32 |
118,933
|
QQQ, AMZN, NOW, JBI
|
13F-HR
|
8/16/2022 |
000156688722000006 |
|
Q1 2022
|
40 |
144,178
|
AMZN, MSFT, FOUR, NVEI
|
13F-HR
|
5/16/2022 |
000156688722000004 |
|
Q4 2021
|
78 |
655,421
|
AMZN, MSFT, JBI, VRT
|
13F-HR
|
2/14/2022 |
000156688722000002 |
|
Q3 2021
|
155 |
774,021
|
AMZN, GSAH, JBI, MSFT
|
13F-HR
|
11/15/2021 |
000156688721000011 |
|
Q2 2021
|
160 |
1,154,488
|
VRT, AMZN, GSAH, JBI
|
13F-HR
|
8/16/2021 |
000156688721000010 |
|
Q1 2021
|
138 |
911,278
|
AMZN, VRT, WPF, MSFT
|
13F-HR
|
5/21/2021 |
000156688721000008 |
|
Q4 2020
|
113 |
845,697
|
WPF, TREB, VRT, AMZN
|
RESTATEMENT
|
2/17/2021 |
000156688721000003 |
|
Q3 2020
|
105 |
678,059
|
TREB, WPF, CLVT, MSFT
|
13F-HR
|
11/16/2020 |
000156688720000011 |
|
Q2 2020
|
42 |
299,238
|
CLVT, RNG, VRT, AMZN
|
13F-HR
|
8/14/2020 |
000156688720000009 |
|
Q1 2020
|
37 |
214,223
|
MSFT, XLK, CLVT, AMZN
|
13F-HR
|
5/15/2020 |
000156688720000007 |
|
Q4 2019
|
29 |
165,087
|
CLVT, GSAH, RNG, AYX
|
RESTATEMENT
|
2/21/2020 |
000156688720000005 |
|
Q3 2019
|
31 |
189,210
|
CLVT, AYX, NVDA, TWLO
|
13F-HR
|
11/14/2019 |
000156688719000008 |
|
Q2 2019
|
41 |
308,434
|
SPY calls, SPY, CLVT, XLNX calls
|
13F-HR
|
8/14/2019 |
000159596119000009 |
|
Q1 2019
|
11 |
70,264
|
CCC, MDB, AYX, TWLO
|
13F-HR
|
5/15/2019 |
000156688719000003 |
|
Q4 2018
|
25 |
111,744
|
ARCE, CRM, MDB, V
|
13F-HR
|
2/14/2019 |
000156688719000002 |
|
Q3 2018
|
20 |
150,456
|
AVYAQ, SMPL, DAY, VIAV
|
13F-HR
|
11/14/2018 |
000156688718000012 |
|
Q2 2018
|
28 |
218,189
|
DAY, AVYAQ, SMPL, VIAV
|
13F-HR
|
8/14/2018 |
000156688718000009 |
|
Q1 2018
|
22 |
154,997
|
VIAV, SMPL, AVYAQ, NRG
|
13F-HR
|
5/15/2018 |
000156688718000006 |
|
Q4 2017
|
12 |
66,306
|
SMPL, VIAV, LVNTA, CHTR
|
13F-HR
|
2/14/2018 |
000156688718000003 |
|
Q3 2017
|
17 |
165,875
|
SYMC, POST, SMPL, EXTR
|
13F-HR
|
11/14/2017 |
000156688717000012 |
|
Q2 2017
|
25 |
238,249
|
JELD, SYMC, POST, VIAV
|
13F-HR
|
8/14/2017 |
000156688717000010 |
|
Q1 2017
|
27 |
205,317
|
SYMC, VIAV, POST, CHTR
|
13F-HR
|
5/15/2017 |
000156688717000007 |
|
Q4 2016
|
21 |
162,270
|
SYMC, POST, FWONA, SLM
|
NEW HOLDINGS
|
2/14/2017 |
000156688717000004 |
|
Q3 2016
|
11 |
135,229
|
FWONA, POST, CAG, CHTR
|
13F-HR
|
11/14/2016 |
000156688716000003 |
|
Q2 2016
|
7 |
201,072
|
CHTR, POST, STRZA, CCEP
|
13F-HR
|
8/15/2016 |
000114036116076681 |
|
Q1 2016
|
8 |
282,316
|
POST, CHTR, AGN, STRZA
|
13F-HR
|
5/16/2016 |
000114036116065700 |
|
Q4 2015
|
12 |
381,112
|
AGN, POST, CHTR, LBTYA
|
13F-HR
|
2/16/2016 |
000114036116053201 |
|
Q3 2015
|
11 |
447,722
|
POST, COTY, CHTR, VRX
|
13F-HR
|
11/16/2015 |
000114036115041703 |
|
Q2 2015
|
13 |
967,316
|
VRX, AGN, TWC, PF
|
13F-HR
|
8/14/2015 |
000114036115032278 |
|
Q2 2015
|
1 |
61,413
|
MYL
|
NEW HOLDINGS
|
8/14/2015 |
000114036115032372 |
|
Q1 2015
|
9 |
711,462
|
VRX, ACT, CHTR, KRFT
|
13F-HR
|
5/15/2015 |
000114036115020363 |
|
Q4 2014
|
5 |
349,830
|
ACT, VRX, CHTR, ENDPQ
|
13F-HR
|
2/17/2015 |
000114036115007383 |
|
Q3 2014
|
14 |
368,153
|
ACT, ACT calls, VRX, CHTR
|
13F-HR
|
11/14/2014 |
000114036114042210 |
|
Q2 2014
|
19 |
676,629
|
VRX, AGN, POST, ACT
|
13F-HR
|
8/14/2014 |
000114036114032754 |
|
Q1 2014
|
15 |
409,864
|
POST, VRX, ACT, ENDPQ
|
13F-HR
|
5/15/2014 |
000114036114021567 |
|
Q4 2013
|
21 |
380,444
|
VRX, CIR, POST, FRX
|
13F-HR
|
2/14/2014 |
000114036114007822 |